Group 1: Report Information - The report is a Coke Daily Report by the Black Team of the Research Center, dated August 26, 2025 [1] Group 2: Price and Production Data - Coke Prices: - Shanxi quasi - first wet - quenched coke is priced at 1535.94, with no daily change, a weekly increase of 54.61, a monthly increase of 218.45, and a year - on - year decrease of 8.91% [2] - Hebei quasi - first wet - quenched coke is priced at 1780.00, with no daily change, a weekly increase of 55.00, a monthly increase of 240.00, and a year - on - year decrease of 7.05% [2] - Shandong quasi - first dry - quenched coke is priced at 1715.00, with no daily change, a weekly increase of 55.00, a monthly increase of 220.00, and a year - on - year decrease of 12.28% [2] - Jiangsu quasi - first dry - quenched coke is priced at 1755.00, with no daily change, a weekly increase of 55.00, a monthly increase of 220.00, and a year - on - year decrease of 12.03% [2] - Inner Mongolia second - grade coke is priced at 1180.00, with no daily or weekly change, a monthly increase of 150.00, and a year - on - year decrease of 12.59% [2] - Production and Utilization: - The blast furnace开工率 (capacity utilization rate) is 90.25, with a weekly increase of 0.03, a monthly decrease of 0.56, and a year - on - year increase of 5.04% [2] - The daily average iron water output is 240.75, with a weekly increase of 0.09, a monthly decrease of 1.48, and a year - on - year increase of 7.26% [2] - The coking plant capacity utilization rate is 74.13, with a weekly increase of 0.38, a monthly increase of 1.23, and a year - on - year increase of 2.33% [2] - The daily average coke output is 51.63, with a weekly decrease of 0.04, a monthly decrease of 1.47, and a year - on - year decrease of 5.20% [2] Group 3: Inventory Data - Coke Inventories: - Coking plant inventory is 39.47, with a weekly increase of 0.16, a monthly decrease of 10.65, and a year - on - year decrease of 15.82% [2] - Port inventory is 214.62, with a weekly decrease of 0.49, a monthly increase of 16.49, and a year - on - year increase of 12.24% [2] - Steel mill inventory is 609.59, with a weekly decrease of 0.21, a monthly decrease of 30.39, and a year - on - year increase of 13.52% [2] - Steel mill inventory days are 10.76, with a weekly decrease of 0.07, a monthly decrease of 0.69, and a year - on - year decrease of 0.46% [2] Group 4: Futures Data - Futures Prices and Basis: - The price of futures contract 05 is 1819.5, with a daily increase of 65.00, a weekly increase of 11.50, a monthly decrease of 2.50, and a year - on - year decrease of 8.45% [2] - The price of futures contract 09 is 1650, with a daily increase of 34.50, a weekly increase of 4.50, a monthly decrease of 98.00, and a year - on - year decrease of 13.02% [2] - The price of futures contract 01 is 1722.5, with a daily increase of 59.00, a weekly increase of 4.50, a monthly decrease of 71.50, and a year - on - year decrease of 11.62% [2] - The 05 basis is 14.85, with a daily decrease of 70.38, a weekly increase of 41.85, a monthly increase of 232.02, and a year - on - year increase of 11.79 [2] - The 09 basis is 184.35, with a daily decrease of 39.88, a weekly increase of 48.85, a monthly increase of 327.52, and a year - on - year increase of 90.79 [2] - The 01 basis is 111.85, with a daily decrease of 64.38, a weekly increase of 48.85, a monthly increase of 301.02, and a year - on - year increase of 70.29 [2] - Futures Spreads: - The 5 - 9 spread is - 97.00, with a daily decrease of 6.00, a weekly decrease of 7.00, a monthly decrease of 69.00, and a year - on - year decrease of 58.50 [2] - The 9 - 1 spread is 169.50, with a daily increase of 30.50, a weekly increase of 7.00, a monthly increase of 95.50, and a year - on - year increase of 79.00 [2] - The 1 - 5 spread is - 72.50, with a daily decrease of 24.50, no weekly change, a monthly decrease of 26.50, and a year - on - year decrease of 20.50 [2] Group 5: Historical Price Charts - The report includes historical price charts for various coke products such as Linfen factory price, Lvliang factory price, Rizhao Port quasi - first flat price, Changzhi factory price, Qingdao Port quasi - first flat price, Tianjin Port quasi - first flat price from 2021 to 2025 [3][4][5][6][9] - It also includes historical data charts for blast furnace capacity utilization rate, iron water output, steel mill coke inventory, Mongolian port pick - up price, Liulin main coking coal, coke main contract basis rate, coking plant capacity utilization rate, coking plant coke output, port total inventory, coke total inventory (weighted), coking profit, and full - sample coking plant coke inventory from 2021 to 2025 [7]
焦炭日报-20250826
Yong An Qi Huo·2025-08-26 02:08